AI Bundling Follow-Up, iPhone Follow-Up

Follow-up to AI Bundling, including costs, the meaning of distribution, and centralization, and why Apple is still a product company.

The Services iPhone

Apple introduced some impressive product updates; the real news, though, were the prices, which suggested that Apple is fully embracing being a services company.

An Interview With Eric Seufert About the Future of Digital Advertising

An interview with Eric Seufert about Apple’s big overhaul of SKAdNetwork, speculating about a possible Apple Ad Network, and why we’re both optimistic about Meta’s outlook. In addition, we discuss Snap’s disastrous year, and the Unity-ironSource-AppLovin acquisition drama.